Rick Rose received his B.A. in Political Science from the University of Pennsylvania (1967) and his Masters in Business Administration (MBA) majoring in Finance and International Business from Columbia University N.Y. (1970).

His background is in corporate finance, investment banking and consulting, and since 1982 he has been a Managing Director of the largest practitioner of Employee Stock Ownership Plans in the U.S.

Rick Rose has founded and managed four corporations from incubation to sale. He has been a guest speaker at industry conferences such as The Great Game of Business and has conducted over 400 day-long seminars on the topic of business transition. He has also served on numerous Boards of Directors of publicly-held corporations.